CacheTech Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CacheTech Inc’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$710K	Sell	5,712 -2	-0%	-$254	0.14%	99
2025 Q4	$687K	Buy	5,714 +172	+3%	+$20.6K	0.13%	107
2025 Q3	$659K	Sell	5,542 -8,133	-59%	-$935K	0.13%	87
2025 Q2	$1.49M	Buy	13,675 +9,132	+201%	+$944K	0.28%	64
2025 Q1	$475K	Buy	4,543 +386	+9%	+$43.6K	0.09%	100
2024 Q4	$479K	Buy	4,157 +740	+22%	+$88.4K	0.09%	98
2024 Q3	$400K	Buy	3,417 +312	+10%	+$35.2K	0.09%	92
2024 Q2	$331K	Buy	+3,105	New	+$332K	0.08%	94

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CacheTech Inc's IJR Position: Q1 2026 in Review

CacheTech Inc reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q1 2026, selling an estimated $254 and leaving 5,712 shares worth $710K. The position accounts for 0.14% of the portfolio, ranked #99.

CacheTech Inc first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

CacheTech Inc held 5,712 shares of iShares Core S&P Small-Cap ETF worth $710K as of Q1 2026.
CacheTech Inc sold 2 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $254.
iShares Core S&P Small-Cap ETF made up 0.14% of CacheTech Inc's portfolio in Q1 2026, its #99 holding.
CacheTech Inc first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
CacheTech Inc's iShares Core S&P Small-Cap ETF position peaked at $1.49M in Q2 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on CacheTech Inc's 13F filing for Q1 2026, filed 12 May 2026.